Val Q Investment Advisory Pvt Ltd • Equity
Val-Q Large Cap Blue Chip Fund is an equity portfolio management service (PMS) strategy run by Val Q Investment Advisory Pvt Ltd, launched on 24 Dec 2014. As of 30 Sep 2026, it manages ₹45.62 Cr of client assets and is benchmarked against the MSEI SX 40 TRI. Its reported trailing returns are -1.10% over 1 year, +8.82% over 3 years and +9.18% over 5 years (+9.57% since inception). Over 3 years, the MSEI SX 40 TRI returned +4.00%, so the strategy is 4.82 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by ASHIT CHADRAKANT KOTHARI.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -3.95% |
| 3 Months | -3.00% |
| 1 Year | -1.10% |
| 3 Years | +8.82% |
| 5 Years | +9.18% |
| Since Inception | +9.57% |
| management fee | Fixed Fees: 2% |
| performance fee | Variable Fees: 0% |
| exit load | 1st year 2% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callVal-Q Large Cap Blue Chip Fund has a 1-year return of -1.10%, a 3-year return of +8.82%, a 5-year return of +9.18% and +9.57% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Val-Q Large Cap Blue Chip Fund returned +9.18% against +4.17% for the MSEI SX 40 TRI, 5.01 percentage points ahead. Over 3 years it returned +8.82% against +4.00%; Over 1 year it returned -1.10% against -8.52%. Figures as of 30 Sep 2026.
Val-Q Large Cap Blue Chip Fund is managed by ASHIT CHADRAKANT KOTHARI at Val Q Investment Advisory. The strategy manages ₹45.62 Cr of client assets as of 30 Sep 2026.
Val-Q Large Cap Blue Chip Fund manages ₹45.62 Cr of client assets as of 30 Sep 2026.
The fee structure for Val-Q Large Cap Blue Chip Fund includes: management fee: Fixed Fees: 2%; performance fee: Variable Fees: 0%; exit load: 1st year 2%.
The minimum investment for Val-Q Large Cap Blue Chip Fund is ₹50 Lakhs.
Val-Q Large Cap Blue Chip Fund was launched on 24 Dec 2014. It has an 11-year track record.
Description
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